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Primerica

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
276
AssetMark Inc
California
$22K – – –
MWM
277
Meridian Wealth Management
Kentucky
$21.9K +$22.5K +182 New
RIA
278
Realta Investment Advisors
Delaware
$18K – – –
HFM
279
Harvest Fund Management
China
$17K -$79.9K -645 -82%
SPIA
280
Steward Partners Investment Advisory
New York
$15K +$15.7K +127 New
CMBA
281
C.M. Bidwell & Associates
Hawaii
$12K – – –
HGWM
282
Harvest Group Wealth Management
Massachusetts
$12K – – –
CFN
283
Cordasco Financial Network
Florida
$12K +$11.9K +96 New
IFAM
284
Institutional & Family Asset Management
Colorado
$11K – – –
YWP
285
YorkBridge Wealth Partners
New York
$10K -$3.96K -32 -27%
CTC
286
Central Trust Company
Missouri
$10K – – –
CIA
287
CSat Investment Advisory
Michigan
$10K +$10K +81 New
FMII
288
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
GAM
289
Gemmer Asset Management
California
$7K – – –
CAW
290
Cornerstone Advisors (Washington)
Washington
$7K +$4.83K +39 +170%
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
SA
292
SRH Advisors
Kansas
$5K – – –
BWA
293
BDO Wealth Advisors
Florida
$4K – – –
BFEC
294
Benjamin F. Edwards & Company
Missouri
$4K +$4.09K +33 New
CFGS
295
Concourse Financial Group Securities
Alabama
$3K – – –
US Bancorp
296
US Bancorp
Minnesota
$3K – – –
FBT
297
First Bank & Trust
South Dakota
$3K +$2.6K +21 New
WAS
298
Winch Advisory Services
Wisconsin
$2K +$1.86K +15 New
OSAM
299
O'Shaughnessy Asset Management
Connecticut
$1K -$148K -1,192 -99%
AIM
300
Advantage Investment Management
Iowa
$1K – – –